Brian O'Connell

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Brian O'Connell

Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected].

Compliance Demands ‘Ruining’ The Industry, Advisors Say

July 9, 2018

Eighty-nine percent of investment professionals say heavy documentation demands affect their ability to efficiently produce thorough, timely records. The same 89 percent say compliance demands limit their ability to get “face time” with clients.

GE And The Way Of The Dow

June 29, 2018

General Electric was removed from the Dow Jones Industrial Average this week in a move that signals transition within the company. Some experts say the Dow could withstand some reorganization of its own.

High-Net-Worth Clients Looking For More From Advisors

June 29, 2018

New survey data shows that high-net-worth clients want more personalized service from advisors, not just big returns. These clients want a personal touch that shows some concern and interest in the family’s lives, experts say.

Advisors: Plenty Of Risk In An Otherwise Sunny Market

June 20, 2018

A new survey yields revealing thoughts from 300 advisors, RIAs and broker-dealers on financial market challenges and managing client portfolios in a risk-laden market environment.

Foreign Markets Emerging As Strong Investment Option

June 15, 2018

U.S. market returns have outpaced foreign equities since the 2007-08 economic recession. But that is changing, analysts say, with foreign market performance indices edging ahead in recent months. Many analysts expect that trend to continue.

Meet Your 2023 Advisory Clients: Trending Younger

June 13, 2018

Millennials and GenXers are going to comprise a much larger piece of the client pie by 2023, according to a new survey. On the flip side, baby boomers and older clients will decline in numbers. Advisors need to learn strategies to appeal to the trending youth, experts say.

Beware Of Nightmares On The Way To The Retirement Dream Abroad

June 12, 2018

Americans can retire abroad for a fraction of the costs needed in the U.S., and many are doing just that. Advisors have an opportunity to be the indispensable partner while helping clients through the retire-abroad process.

Are Investors Missing The Boat On Global Dividends?

June 11, 2018

Many global dividend payouts are at an all-time high as the world economy chugs along. So why aren’t more investors on the hunt for dividend-paying stocks?

Fed Expected To Raise Interest Rates Next Week, Experts Say

June 7, 2018

Current pricing in federal funds futures markets suggests a 95 percent chance of a rate hike when the Fed committee meets Tuesday and Wednesday. Rising inflation and still-low interest rates are reasons another hike is likely.

Clients Need More Advice As Retirement Nears, Advisors Say

June 5, 2018

Surveys indicate that between 40 and 60 percent of Americans list running out of retirement funds as their No. 1 fear. So what can an advisor for to help clients deal with that fear, and make sure it doesn’t come true?

Exclusive

Finding Your Voice: The Art Of The Financial Advisor Podcast

May 22, 2018

Financial advisors have the opportunity to grow their practice and gain name recognition by doing podcasts, either as a host, or a guest. Experts provide a few dos and don’ts for those thinking about it.

Exclusive

Investors Perk Up As Bank CD Rates Near 3 Percent

May 20, 2018

After the Federal Reserve hiked interest rates by 0.25 percent, banks, especially online financial institutions, started to move CD rates up toward 3 percent. Is it enough to move money?

May 16, 2018
Exclusive

Money Managers Weigh In On Vexing Morningstar Ratings

Are Morningstar ratings a useful tool for investors, or an overrated tool of the past? Money managers weigh in and say the answer might be a little of both.

Exclusive

Advisors To Get Ranked — And Not Everyone Is Thrilled About It

May 8, 2018

A new service intends to rank advisors against one another based on performance managing money. Is it a fair and worthwhile endeavor?

Americans Skeptical Financial Services Can Protect their Data

May 3, 2018

New evidence shows data thieves are increasingly targeting the financial services industry. Surveys show Americans have little trust in the safety of their personal data, something experts say financial services should be proactive to correct.

Exclusive

Is the Global Market Selloff Foreshadowing a Bear Market?

May 1, 2018

The global market selloff is sounding alarms for many investors who fear a bear market. But while experts say that could happen, indicators are not pointing toward anything but continued market growth at the present time.

Exclusive

How to Keep Millennial Clients From Flying the Coop

April 27, 2018

Millennials want to hear more than just ‘pay debt, save money and plan for retirement’ from their financial advisors. Retaining those valuable young clients means listening to what they want, experts say.

Exclusive

Financial Advisors Hammered By Compliance Costs

April 19, 2018

As regulatory activity increases, more and more advisors are going the independent route, partly to reduce the cost obligations of compliance as a broker-dealer firm.

Exclusive

Americans Reject Government Managing Their Retirement Plans: Survey

April 18, 2018

A new survey finds Americans opposed to giving the federal government more say in their retirement planning. Respondents much prefer their employers sponsor retirement plans.

Exclusive

Six Signs Clients Have Outgrown Their Financial Advisors

April 17, 2018

Several things contribute to clients outgrowing their advisors. In particular, advisors should be wary of these six things as they could be signs their client is ready to move on from the relationship.

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